Erin K. Wood,  CFP<sup>&reg;</sup> - Financial Advisor

Erin K. Wood, CFP®

FBS

SVP Advanced Planning

AssetMark

1655 Grant St 10th Floor
Concord, CA 94520
(531) 346-0291 CONNECT WITH Erin
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General

Erin Wood is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AssetMark in Concord, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - FBS

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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